Services
- Automatically create organizers & binders, integrated with your tax software.
- Customized questionnaires and proforma document request lists keep your clients on track with pre-populated info and prior year numbers for schedule C, E, F, and more.
- StanfordTax automatically identifies uploaded documents, renames them in a standardized format, and puts them in return order.
- Prep right inside of StanfordTax with annotations, stamps, calculator tapes, notes, reviewer sign-offs and more- no need to export the binder to another system.
- Try for free with 5 free return credits.
- Company Profile
About Us
StanfordTax automates the collection and organization of tax information with the world’s first AI-powered organizer & binder. StanfordTax integrates with your tax filing software to streamline your workflow from intake to prep.
